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Old Point Trust & Financial Services N A’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-208
Closed -$63.2K – 333
2025
Q2 		$63.2K Hold
208
– – 0.02% 163
2025
Q1 		$57.2K Hold
208
– – 0.02% 180
2024
Q4 		$60.3K Buy
+208
New +$60.7K 0.02% 172

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Old Point Trust & Financial Services N A's VTI Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 208 shares — an estimated $63.2K sold.

Old Point Trust & Financial Services N A first reported a position in VTI in Q4 2024 and held it in 3 quarters. The position peaked at $63.2K in Q2 2025. 3,257 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 208 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $63.2K.
  • Old Point Trust & Financial Services N A first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 3 quarters.
  • Old Point Trust & Financial Services N A's Vanguard Morningstar Total Stock Market ETF position peaked at $63.2K in Q2 2025.
  • 3,257 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.